BigSur Wealth Management’s General Dynamics GD Stock Holding History

BigSur Wealth Management’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.66M	Hold	4,700	–	–	0.4%	70
2026 Q1	$1.61M	Hold	4,700	–	–	0.45%	64
2025 Q4	$1.58M	Hold	4,700	–	–	0.38%	69
2025 Q3	$1.6M	Hold	4,700	–	–	0.39%	63
2025 Q2	$1.37M	Hold	4,700	–	–	0.35%	77
2025 Q1	$1.28M	Hold	4,700	–	–	0.35%	75
2024 Q4	$1.24M	Hold	4,700	–	–	0.35%	71
2024 Q3	$1.42M	Hold	4,700	–	–	0.39%	66
2024 Q2	$1.36M	Hold	4,700	–	–	0.42%	68
2024 Q1	$1.33M	Buy	+4,700	New	+$1.26M	0.42%	71

Other funds holding GD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BigSur Wealth Management's GD Position: Q2 2026 in Review

BigSur Wealth Management held its General Dynamics (GD) position steady in Q2 2026 at 4,700 shares worth $1.66M. The position accounts for 0.4% of the portfolio, ranked #70.

BigSur Wealth Management first reported a position in GD in Q1 2024 and has held it in 10 quarters since. 573 funds tracked by Wall St. Rank hold GD as of Q2 2026.

BigSur Wealth Management held 4,700 shares of General Dynamics worth $1.66M as of Q2 2026.
BigSur Wealth Management left its General Dynamics share count unchanged in Q2 2026.
General Dynamics made up 0.4% of BigSur Wealth Management's portfolio in Q2 2026, its #70 holding.
BigSur Wealth Management first reported a position in General Dynamics in Q1 2024 and has held it in 10 quarters since.
573 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.